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Craig C
Series 63, Series 65
College Station, TX
OFG Financial Services, Inc.
Craig Colson is a financial advisor at OFG Financial Services, Inc. in College Station, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OFG Financial Services since 2012. Outside of his advisory role, he is involved in insurance product sales through Executive Financial Services and participates as a limited partner in agricultural and timber ventures. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm employs fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, offering non-discretionary account management and a range of planning and consulting services.
John P
Series 65, Series 63
College Station, TX
OFG Financial Services, Inc.
John Phinney is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has been with OFG Financial Services since 2000. Phinney spends approximately 20% of his time working with fixed annuities, life insurance, long-term care insurance, and health and disability insurance as part of his client services. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individual and corporate clients with about $271 million in client assets and 28 advisors. The firm provides portfolio management, written financial planning, and limited consulting, employing fundamental analysis to construct portfolios typically emphasizing no-load mutual funds and managing accounts on a non-discretionary basis.
Steven C
ChFC®, Series 63, Series 65
College Station, TX
OFG Financial Services, Inc.
Steven Colson is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including 27 years with OFG Financial Services and over 28 years as an independent agent. Outside of his advisory role, he is involved in executive financial services focused on life and health insurance and fixed annuities, and he holds stock in Lion Street, Inc., an independent marketing organization for life insurance products. OFG Financial Services serves individuals and corporations through a team of 37 advisors managing approximately $270 million in assets. The firm provides non-discretionary portfolio management and financial planning, employing fundamental analysis with an emphasis on no-load mutual funds and listed securities.
Scott M
Series 65, Series 63
College Station, TX
OFG Financial Services, Inc.
Scott Marwil is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding Series 65 and Series 63 licenses and having eight years of industry experience. He has worked at OFG Financial Services since 2017 and was previously employed at E N Engineering. Outside of advisory work, he is involved as a general contractor with JL Contracting, LLC, assisting in rebuilding homes damaged by Hurricane Harvey on a volunteer basis. OFG Financial Services is a multi-advisor SEC-registered firm serving individuals and corporate clients with approximately $271 million in assets under management. The firm uses fundamental analysis to construct portfolios commonly emphasizing no-load mutual funds and provides written financial plans, consulting, and portfolio management on a non-discretionary basis.
Benjamin S
Series 63, Series 65
College Station, TX
OFG Financial Services, Inc.
Benjamin Schroeder is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with OFG Financial Services since 2016. Outside of advisory work, he is an independent life and health insurance agent, dedicating about 10% of his time to these activities. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, offering non-discretionary portfolio management and written financial planning.
Lorin K
Series 66
College Station, TX
OFG Financial Services, Inc.
Lorin Kieschnick is a financial advisor at OFG Financial Services, Inc. with 18 years of industry experience. He holds a Series 66 designation and has been with OFG Financial Services and Ameritrust Capital Mortgage since 2007. Outside of advisory work, Kieschnick is involved in livestock sales and marketing. OFG Financial Services serves individuals and corporations with investment advisory and planning services, managing approximately $270 million in assets through a team of 37 advisors. The firm uses fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, providing non-discretionary advice tailored to client objectives.
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